401(k) · DOL Form 5500 · 2023
California Retirement Plans, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $431,666
- Avg per participant High balance/head
Official DOL plan name: California Retirement Plans, LLC 401(k) Profit Sharing Plan · Sponsored by California Retirement Plans, LLC · California · Finance & Insurance
$2M in assets, 4 participants
California Retirement Plans, LLC's California Retirement Plans, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,724 in Finance & Insurance (8,869 peers)
California Retirement Plans, LLC multi-year trail
California Retirement Plans, LLC's plans moved +35.5% in assets from 2022 to 2024; this filing shows California Retirement Plans, LLC 401(k) Profit Sharing Plan at $2M / 4 participants.
- #1,724
- in Finance & Insurance (8,869 peers)
- +16.0%
- assets growth YoY
California Retirement Plans, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
California Retirement Plans, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,726,664 29th percentile higher than 29% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
California Retirement Plans, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Retirement Plans, LLC 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- California Retirement Plans, LLC 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- California Retirement Plans, LLC 401(k) Profit Sharing Plan reported net income rose from $186K in the plan year 2022 filing to $239K in the plan year 2023 filing.
- California Retirement Plans, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 753191412 · California Retirement Plans, LLC PY 2023 · 401(k)
California Retirement Plans, LLC 401(k) Profit Sharing Plan · $2M · 4 · 29th
- SCH $2M
- EBSA 4
- PART 29th
- TYPE 401(k)
- NET near Brassfield Krueger & Ramlow, Ltd Profit Sharing Plan
- BOOK ind #1724
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →
California Retirement Plans, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
California Retirement Plans, LLC multi-year asset trail
Sponsor-wide plan assets over time
All California Retirement Plans, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 35.49735749846772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
California Retirement Plans, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $239K |
| Employer EIN | 753191412 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
California Retirement Plans, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Brassfield Krueger & Ramlow, Ltd Profit Sharing Plan in IL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.